Bristol WealthTech Tikker secures £145k to automate portfolio rebalancing

Automating the rebalancing process for wealth management firms is the core focus of Tikker Ltd, which has just secured an estimated £145k in new funding. This latest round values the Bristol-based startup at £1.4m. The investment follows two previous rounds completed in 2025, including a £225k raise in November at a £1.2m valuation and a £25k raise in September at a £1m valuation.

Founded in 2024, Tikker provides a portfolio automation tool designed to streamline operations for Discretionary Fund Managers (DFMs), investment platforms, consolidators, and large adviser firms. The software unifies model portfolio operations across various investment platforms to reduce manual processing.

Tikker claims to be the first UK fintech to offer multi-platform rebalance automation specifically for DFMs. The software was developed in collaboration with DFMs and is currently live in production. It is built to ISO27001 and ISO9001 standards and utilizes a secure private-cloud deployment model. The system provides digitally enhanced checks and a full audit trail for regulatory compliance.

Financial records for the year ended 30 June 2025 reported that the company had one employee. Current data from LinkedIn suggests the workforce has since expanded to eight employees. The company is headquartered in Bristol and operates within the software development and WealthTech sectors.

The latest funding (allotted in May 2026) brings the company's post-money valuation to £1.4m, up from the £1m valuation recorded in September 2025. Tikker intends to use its technology to create an integrated wealth management ecosystem where multi-platform operations are automated and aligned with regulatory requirements.